11 New I/M Program Models “doing more with less” Vince Mow – Applus Technologies, Inc. I/M Solutions – Sacramento – May 20, 2012 I/M SOLUTIONS 2012 Training Forum for Jurisdictions

22 Topics +Designing Programs for Manageability +Requirements Above All Else +Zen Art of Acceptance Testing +Painless Contract Management +The Contract Endgame

33 Designing Manageable Programs +Contract Flexibility vs. Specificity + Spelling out resource requirements + Extraordinary contract negotiation + Avoid vulnerability to shrinking requirements and excessive change orders + Can limit economy and efficiency +Objective Oversight and Dispute Resolution + Bad things can happen with the best intentions + Desperate Vendors do Desperate Things +Cost Efficient Network Design + Hosting / Colocation Options (specify performance) +Keeping Time on Your Side + Build realistic transition plan into each contract + Start new program design process early + Harmonize Training with Implementation Timeline

44 Where do the Years Go?

55 Hardware Design Software Design System Requirements Specifications 5 Requirements Development Network Design Database Design Business Processes Acceptance Testing Progress to Completion Dispute Avoidance Change Orders

66 Acceptance Testing +Is the AT Plan Complete? Does it provide the scope of requirements being tested? Does the timeline take into account multiple iterations? Is the change management process described in detail? +Reviewing the Scripts Collaborative process between top techs, both State and contractor Are all requirements captured? +When Issues emerge Rushing updates without enough internal QA is a mistake. Lumping critical updates into large unwieldy revisions, doesn’t work either. Maintaining a BETA development environment until production is complete, helps a lot. +Plan for network evolution with periodic updates

77 Contract Management +Whose full time job is this? + State Resources or Independent Oversight + Issue resolution processes (change review team) + Report specifications (define early & prioritize) +You Need What When? + Ordering Priorities + The Cost of Scope Creep + Contingency plans (Where are the reserves?) +Carrots and Sticks + Penalties vs. Give and Take + Acknowledge Good Will

88 Contract End-Game +Asset ownership and Transfer +Reward good transition performance +Transition obligations (payouts?) +Complete initial data migration early +Don’t leave legacy scripts until last +Contingency planning +Limit costs of extension by default

99 2H12 1H13 2H13 1H14 2H14 Administrative Planning, RFI Development or other program design. RFP Development, Review and Release RFI Release and Response Program Design and Review Bid Process, Q&A, Bid Award, Protest, Contract negotiation BETA, Roll-out, Shake-out Program Development Roadmap “Keeping Time on Your Side” I/M Program procurement cycle 1H15 Implementation planning, Requirements & ATP